Setup Configurations for Account Setup

YouTube: How to Configure Multiple Setup Accounts Configurations and Assign Them to Users?

How to Configure Multiple Setup Accounts Configurations and Assign Them to Users?

This tutorial explains how to set up and manage Account Configurations in Logic ERP. It covers creating multiple configurations, customizing account-level settings, assigning them to users, and understanding how these configurations control field visibility and access. This feature ensures better control, security, and customization of account-related operations.

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Objective of Account Configurations

• Customize Account Setup based on User Roles

• Control field visibility and accessibility

• Enhance data security and standardization

• Simplify account creation workflows

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Accessing Account Configuration Setup

• Navigate to Main Menu → Setup Module

• Open Setup Account Menu

• Click on “Setup Configurations for Account Setup”

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Creating Account Configurations

• Enter Configuration Name(s)

• Click Save

• Multiple configurations can be created as per requirements

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Defining Configuration Settings

• Select a Configuration Name

• Click on Set Configuration

• Customize settings such as:

  • Field visibility

  • Editable fields

  • Restrictions (e.g., credit-related fields)

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Assigning Configurations to Users

• Navigate to Main Menu → User Access Module

• Click on User Access Rights

• Select the Desired User

Grant Configuration Access

• Navigate using Left/Right Arrow Buttons

• Locate Setup Account Configuration Option

• Select required configuration(s)

• Click Add

• Click Grant Access

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Effect of Configuration on Users

• Log in with the assigned user account

• Open Setup → New Account Window

Example 1: Restricted Configuration

• Fields like:

  • Credit Limit

  • Bill Limit

  • Credit Limit Variance

• Are hidden or disabled

• User cannot view or edit these fields

Example 2: Full Access Configuration

• Assigned to another user

• Fields like:

  • Credit Limit

  • Bill Limit

  • Variance

• Are enabled and visible

• User can access and modify these fields

Implement Multiple Configurations

• Log in with different users

• Compare:

  • Field visibility

  • Access permissions

• Confirms correct configuration assignment

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Key Benefits

• Ensures role-based access control

• Prevents unauthorized data changes

• Improves data accuracy and compliance

• Provides flexibility in account management

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Final Outcome

• Users operate under customized configurations

• Sensitive fields are secured and controlled

• Account setup becomes standardized and efficient

• Overall system control and governance are enhanced